Client Services Manager: Finance & Compliance Liaison

The Recruitment Council; Sandton; On-site; USD 1 000 - 4 000; Full time

Job summary

An established industry player is seeking a dynamic Client Services Manager to enhance client satisfaction in the financial services sector. This role offers a unique opportunity to manage office operations, maintain client databases, and ensure compliance with industry regulations. If you have a strong administrative background and a passion for client service, this position is perfect for you. Join a forward-thinking company where your contributions will directly impact client relationships and service delivery, making a difference in the financial landscape. Embrace this opportunity to grow and excel in a supportive environment focused on excellence.

Qualifications

• Strong administrative skills and attention to detail are essential.
• Experience in the financial planning industry is a plus.

Responsibilities

• Manage office operations and maintain the client database.
• Compile financial analysis, update the website, and manage client correspondence.
• Ensure compliance with FAIS and FICA regulations.

Skills

Administrative Skills

Attention to Detail

Client Service Ethic

Communication Skills

Financial Planning Experience

Job description

An established industry player is seeking a dynamic Client Services Manager to enhance client satisfaction in the financial services sector. This role offers a unique opportunity to manage office operations, maintain client databases, and ensure compliance with industry regulations. If you have a strong administrative background and a passion for client service, this position is perfect for you. Join a forward-thinking company where your contributions will directly impact client relationships and service delivery, making a difference in the financial landscape. Embrace this opportunity to grow and excel in a supportive environment focused on excellence.